-18.7%
AMRZ vs VRSN
+13.7%
-32.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -0.7% |
| 7D | -5.5% | -1.2% | -4.2% | -5.5% |
| 30D | +15.6% | +3.8% | +11.9% | +15.8% |
| 3M | -12.1% | +9.5% | -21.6% | -11.9% |
| 6M | -19.4% | +10.3% | -29.7% | -19.5% |
| YTD | -21.9% | +30.5% | -52.4% | -22.1% |
| 1Y | -15.0% | +27.9% | -42.9% | -15.2% |
| All | -18.7% | +13.7% | -32.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling